How to Use Receptionists for Lead Qualification & Client Intake

Luis Santiago Updated by Luis Santiago

Are you getting the most out of your service? Our virtual receptionists are capable of so much more than answering and transferring your calls, taking messages, and scheduling appointments. Notably, we can handle all of your lead qualifications and new client intake. 

Please note: Lead qualification, intake, scheduling are not currently available with Essential plans.

How to use for lead qualification & intake

  1. Email with the following information:
    - Your list of lead-vetting questions.
    - Which answers indicate a great lead.
    - What to do with great leads (book an appointment, complete a full intake form, schedule a call-back, direct-transfer to you, etc.)
    - What to do with not-great leads (refer to another attorney who practices that area of law, for example)
  2. That's it! We'll get back to you, typically within 1 business day, to let you know you're set up.

For best practices and more information on ways can assist with your lead qualification and client intake, read the full article on our blog.

Please note that lead qualification and client intake calls can result in long calls, and our Reasonable Use policy may apply. Additionally, appointment booking and other add-on services incur extra fees, which are listed on our Pricing page.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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